Ackman Bets On Meta PlatformsPershing's investment presentation Wednesday unveiled a new stake in Meta, just days ahead of the next 13F filing deadline for fourth quarter portfolio updates from fund managers.The position size is unknown, but the presentation revealed that Meta made up around 10% of the portfolio. Ackman highlighted several reasons for the latest investment."We believe Meta's current share price underappreciates the company's long-term upside potential from AI and represents a deeply discoun ...

Pershing Square Holdings (OTCPK:PSHZ.F) Update / briefing February 11, 2026 10:00 AM ET Company ParticipantsAhmed Beydoun - Principal and Chief Investment Decision-MakerAnthony Massaro - Investment TeamBharath Alamanda - Investment TeamCharles Korn - Investment TeamFeroz Qayyum - Investment TeamHarry Lloyd-Owen - DirectorRonald Hamilton-Swan is - Special Situations Equity Sales ProfessionalRupert Morley - ChairmanRyan Israel - Chief Investment OfficerTony Reading - Director of Investor RelationsWilliam Ackm ...

NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Teads, the leading omnichannel outcomes platform for the open internet, today announced the appointment of Nirali Jain as Managing Director for North America, responsible for leading its national sales organization. In her role, Jain will drive growth across agency and enterprise customers and her leadership will be instrumental in reinforcing Teads’ position as a premier omnichannel outcomes platform in the company’s largest market, North America. Jain is uniquel ...

Core Insights - Shirofune has integrated Reddit Ads into its digital advertising automation management platform, allowing advertisers to manage Reddit campaigns alongside other channels [1][4] - This integration aims to streamline the management of Reddit as part of a broader media strategy, enhancing efficiency for U.S. advertisers [2][3] Company Overview - Shirofune, founded in 2014, is an automated advertising management platform that focuses on maximizing efficiency and performance across major digital advertising channels [5] - The platform has managed over 10,000 accounts and 300,000 active campaigns, and is recognized as the only Yahoo! Ads API-certified partner tool in Japan [5] Integration Features - Centralized campaign management allows users to monitor and adjust Reddit campaigns from the same dashboard used for other platforms, reducing operational friction [6] - Automation of budgets and bids enables performance-based allocation, ensuring optimal spending on high-performing campaigns [6] - Funnel-aware strategies can be applied to align Reddit campaigns with various marketing objectives, enhancing targeting and conversion efforts [6] - Cross-channel performance can be viewed in one place, facilitating data-driven decisions and understanding the role of Reddit in overall campaign performance [6]

Core Insights - Alphabet is experiencing strong demand for its AI cloud services, with significant revenue and profit growth driven by Google Cloud [1][4] - Google Cloud's operating income surged 154% year over year in Q4, contributing to Alphabet's overall double-digit earnings growth [2][4] - Cloud revenue increased by 48% year over year, accelerating from a previous 34% increase, with operating income reaching $5.3 billion in Q4 [4] Financial Performance - Google Cloud currently contributes 15% of Alphabet's total operating profit, while digital advertising remains the primary revenue source at 72% of Q4 revenue [4] - Alphabet's stock price has seen a significant recovery, increasing by 107% in 2025 after a sell-off in April [1] - The current market capitalization of Alphabet is $3.9 trillion, with a stock price of $318.57 [5] Investment Outlook - Alphabet is planning to double its capital spending in 2026, which may create short-term pressure on share prices [6] - The company is focusing on investing in AI infrastructure, positioning itself to capture future profits from AI technology [7] - Despite higher share prices, the stock is trading at 28 times 2026 earnings estimates, which is considered reasonable for a company of its caliber [7]

OpenAI begins testing ads in ChatGPT, draws early attention from advertisers and analysts Proactive uses images sourced from Shutterstock Wedbush analysts said OpenAI (Unlisted:OPAI)’s launch of advertising in ChatGPT introduces a new competitive surface for digital advertising, with early interest from major agencies and brands signaling potential shifts in marketing budgets across the industry. “As brands begin to shift experimental budgets across both the upper and lower-funnel to new AI-enabled surfa ...

Magnite, Inc. (NASDAQ:MGNI) is included in our list of the 14 oversold value stocks to invest in right now. Magnite (MGNI) Eyes New Revenue Opportunities for Publishers with MNTN Partnership On January 22, 2026, Magnite, Inc. (NASDAQ:MGNI) and MNTN partnered to enable MNTN advertisers to target audiences across live sports, breaking news, and other high-engagement streaming content for the first time. As 97% of MNTN’s advertisers are new to TV, this collaboration aims to provide in-stream placements, hom ...

Shares of digital advertising specialist AppLovin (NASDAQ: APP) certainly got the new trading week started on the right foot, soaring 15.1% as of 12:40 p.m. ET Monday. And, more of the same could be in the cards. Just don't dig in too deep if you're planning on digging in at all. This always-volatile meme stock could still just as easily start tumbling again. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" ...

Los Angeles, CA, Feb. 09, 2026 (GLOBE NEWSWIRE) -- EVA Live, Inc. (Nasdaq: GOAI), an AI-driven digital advertising company, today released the following letter from its Founder and Chief Executive Officer outlining the Company’s strategic direction, capital priorities, and focus on long-term shareholder value. Dear Shareholders, Over the past year, EVA Live has reached several important milestones, including our successful uplisting to the Nasdaq Stock Market and the official launch of NeuroServer, our next ...

随着全球DSP市场规模预计以22.5%的年复合增长率持续扩张，程序化广告已成为品牌国际化的必经之路。站在这个技术与策略不断革新的十字路口，品 牌如何构建自己的全球影响力？ 01 出海市场现状与DSP的关键价值 根据恒州诚思调研数据，2024年全球DSP广告投放平台市场规模已接近2245.5亿元，并预计在未来几年保持22.5%的复合年增长率。这表明在全球数字化 转型加速的背景下，品牌出海已不再局限于少数头部企业，更多企业正在将目光投向国际市场。 在这一趋势中，需求方平台的作用不可忽视。对于计划国际化的品牌而言，DSP不仅是技术工具，更是连接全球媒体资源和消费者的关键桥梁。在2025年 的数字广告生态中，程序化广告已占据近90%的数字显示广告份额。 DSP的核心价值在于其提供的一站式程序化购买能力，将品牌与全球多个广告交易所和优质媒体资源高效连接。相比传统手动广告投放，DSP系统能以每 秒处理数百万次竞价决策的速度，实现广告投放的规模化、精准化和效率化。 02 品牌出海的实施路径：四大关键阶段 03 主流DSP平台的核心能力对比 在众多DSP平台中，不同平台根据其技术能力、资源覆盖和适用场景各有侧重。 The T ...